Sendero Wealth Management, LLC

Portfolio Overview

Sendero Wealth Management’s 13F shows a $902.07 million equity portfolio as of 2025-12-31, an observable increase of 126.7% from $397.91 million on 2025‑09‑30. The filing lists 314 holdings, with material concentration: the top 10 positions represent roughly 54.8% of the portfolio (top 5 = ~42.8%). ETFs are a material part of the portfolio ($267.46M, 29.7% of assets). Activity was high this quarter (23 new positions, 23 full exits, 11 increases, 16 reductions), indicating ac...